You’re Invited to Join Us
APA Employees
As a client of MRP, a division of HUB International Investment Services, Inc. APA employees are invited to attend our Live Webinar Series events. This series is offered on the third Friday of each month and covers a wide variety of financial planning topics like the basics of retirement savings, building your investment portfolio, Medicare, Social Security, and much more.
Retirement & Financial Planning Live Webinar Series
Friday, March 18th
(Mountain Time Zone, 45-minutes for each meeting)
- 9:00 AM –Preparing for Tax Season, Tax Strategies
- Two Guest CPA Presenters
- Helpful Tips
- Planning Strategies
Join Zoom Meeting https://zoom.us/j/91385504331
Meeting ID:91385504331
Passcode:033962
- 10:00 AM –Medicare
- How to Apply
- Common Pitfalls
- Retirement Fundamentals
Join Zoom Meeting https://zoom.us/j/91371192246
Meeting ID:91371192246
Passcode:879568
- 11:00 AM –New to Saving, Retirement Basics
- Overview –Saving for Retirement
- Choosing Investments
- Savings Tips
Join Zoom Meeting https://zoom.us/j/91304813612
Meeting ID:91304813612
Passcode:080316
Future Events
April 15th | May 20th |
9:00 AM –F.I.R.E. Principles 10:00 AM –Estate Planning 11:00 AM –Retirement Basics | 9:00 AM –Principles of Investing 101 10:00 AM –Nearing Retirement 55+ 11:00 AM –Retirement Basics |
Zac Huish CFP®, M.S., MPAS®, APMA®, CRPS®
VP of Wealth Management – zac.huish@hubinternational.com – 801.643.9728
Doug Macdonald CFP®, CPFA
Investment Advisor, Wealth Management – doug.macdonald@hubinternational.com – 801.833.5928